MORNINGSTAR

Editorial

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

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Financial planning

Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their direct share platform offerings....

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Financial planning

Alternative investment strategies remain expensive with poorly designed performance fee structures, according to the latest Morningstar sector wrap....

Financial planning

Ratings house Standard & Poor's has lost its managing director of fund services, Mark Hoven....

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Editorial

This month, PortfolioConstruction Forum asked the research houses: What, in your firm’s view, is one of the big challenges facing the Australian funds research industry a...

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Financial planning

A stagnant investment environment has stifled the oxygen of start-up capital and inflows for new investment businesses over the past year, particularly those wanting to s...

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People & Products

Morningstar Australasia has appointed former Macquarie Adviser Services strategic business manager Nigel Crampton as its new head of sales....

Editorial

PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....

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Editorial

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...

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Rate the raters

In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....

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Editorial

With the Australian dollar reaching record highs in the last few months, Dominic McCormick looks at the issues a strong currency has raised for investors. ...

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Funds management

The outlook for Australian real estate investment trust (AREIT) funds has improved in Morningstar's latest review of the sector, with six funds upgraded and improved fund...

Editorial

Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...

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Funds management

Some of the more complex exchange-traded fund (ETF) structures starting to emerge in Australia are not as risky as the headlines might have us believe, according to Morni...

Financial planning

Morningstar's co-head of fund research has been named Money Management Young Achiever of the Year 2011....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 6 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 5 days ago